Vice President, Advisor (Newburyport)

Duties And Responsibilities

• Responsible for servicing a designated number of clients
• Generate business through referral networks, marketing initiatives, COI's and Client referrals
• Maintain and expand assigned territory in referral network
• Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director
• Work with internal team members including portfolio management, operations and financial planning to further the client relationship
• Follow-up with clients, document client interactions and client related workflows in contact management system
• Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities
• Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
• Assist Senior VP and Regional Director with the professional development of wealth advisors
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives

Qualifications

• Undergraduate degree required, preferably in business related major
• Minimum 5-10 years of relationship management/sales experience within financial services
• Certified Financial Planner
• Extensive knowledge of financial, investment, and risk management concepts
• Excellent written and verbal communication skills
• Demonstrated interpersonal skills with the ability to work well within a collaborative environment
• Reliable, organized and goal-oriented
• Demonstrated leadership capabilities
• Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
• Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
• Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

What We Offer

• Compensation: $150,000 - $200,000 (base + commission/year)
• 11 Paid Holidays + 2 floating holidays
• Paid Volunteer Time
• Paid Parental Leave
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

Benefits

• Equal Opportunity Employer